We Asked 15 Real Estate and Finance Teams What’s in Their Tech Stack Essentials — Here’s What They Said

Collage of real estate and finance professionals using technology tools like CRMs, property management software, and market intelligence dashboards

In today’s fast-paced real estate and finance industries, the right software isn’t just helpful — it’s a competitive advantage. We spoke with 15 real estate and finance professionals to find out which tools they consider absolutely essential.

Their answers revealed seven key types of software that drive efficiency, improve collaboration, and help teams deliver better results.

1. Investment & Market Intelligence

Understanding market trends and investor behavior is essential for making profitable, data-driven decisions.

  • Preqin – Delivers deep market intelligence on private equity, real estate investments, and institutional investors, enabling smarter capital-raising and deal evaluation.
  • PropStream – Provides real-time property data, advanced filters, skip tracing, and marketing tools to identify and analyze off-market properties.

2. Financial Management & Accounting

Streamlined financial systems free up time for strategic decision-making and ensure accuracy at every step.

  • QuickBooks – Automates bookkeeping, invoicing, payroll, and reconciliation for small to mid-sized businesses.
  • DATEV Unternehmen Online – Enables secure, real-time collaboration with tax advisors and keeps financial data audit-ready.

3. Marketing, Lead Nurturing & Client Engagement

From first contact to long-term relationship management, these tools keep communication organized and personal.

  • Follow Up Boss – Centralizes lead management, communication, and accountability to ensure no opportunity is missed.
  • Command CRM (Keller Williams) – Tracks client details and automates outreach to build trust and maintain relationships.
  • HubSpot CRM – Automates follow-ups and keeps client and property data in one place for high-touch experiences at scale.

4. Transaction & Deal Management

Speed and organization are critical in competitive markets.

  • Dotloop – Centralizes document creation, signing, and tracking for faster, more organized closings.
  • DocuSign – Enables fast, secure e-signatures from anywhere to avoid delays in contract execution.
  • Slack – Acts as a real-time communication hub for transactions with dedicated deal channels and integrations for CRMs, e-signature tools, and deadlines.

5. Property & Asset Management

Managing multiple properties is easier when operations are centralized.

  • AppFolio – Best suited for residential real estate, AppFolio is an all-in-one property management platform for rent collection, maintenance, leasing, and owner reporting.
  • Spacebase – Purpose-built for commercial real estate, Spacebase unifies lease administration and lease accounting into one system, giving finance and real estate teams total portfolio visibility. From critical date tracking to automated compliance reporting, it reduces manual work, improves accuracy, and keeps teams audit-ready.
  • Airtable – A customizable database for acquisition pipelines, marketing calendars, and investor reporting.
  • Make (No-Code Automation) – Connects PMS, pricing engines, and accounting ledgers to cut manual work by over 75%.

6. Construction & Project Oversight

Remote project tracking tools keep timelines and budgets in check.

  • CompanyCam – Uses timestamped, geo-tagged photos to document progress, verify contractor work, and reduce the need for constant site visits.

7. Operational Optimization

Small operational improvements can have a big impact on profitability.

  • Routific – Optimizes service routes by factoring in both revenue and operational costs, making it easier to identify and focus on the most profitable locations.

Final Thoughts

These tech stack essentials reflect the tools real estate and finance professionals rely on to keep their operations sharp, clients engaged, and decisions data-driven. The software may evolve, but the needs they address will remain mission-critical.

Contributors

Spacebase helps finance and real estate teams work in one unified lease administration and accounting workflow. From critical date tracking to automated reporting, we make it easier to stay audit-ready and never miss an opportunity.
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Brooke Colglazier

Marketing Manager

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